Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,105 | $88,754-80.7% | $81,820-79.1% | $145,877-88.3% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 12.70% | 1031.77%-1019.1pp | 777.93%-765.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,518 | $3,085-50.8% | $2,915-47.9% | $4,663-67.4% |
| Participant deferral / active EE | $4,183 | $4,648-10.0% | $4,323-3.2% | $6,691-37.5% |
| Admin fee / account holder | $282 | $8,424-96.7% | $7,391-96.2% | $13,402-97.9% |